LGT Financial Advisors’s M/I Homes MHO Stock Holding History

LGT Financial Advisors’s Portfolio MHO Stock Details MHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-184	Closed	-$25.1K	–	830
2024 Q1	$25.1K	Hold	184	–	–	0.03%	325
2023 Q4	$25.3K	Buy	+184	New	+$18.4K	0.03%	298

Other funds holding MHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LGT Financial Advisors's MHO Position: Q2 2024 in Review

LGT Financial Advisors sold out of M/I Homes (MHO) in Q2 2024, closing a stake of 184 shares — an estimated $25.1K sold.

LGT Financial Advisors first reported a position in MHO in Q4 2023 and held it in 2 quarters. The position peaked at $25.3K in Q4 2023. 290 funds tracked by Wall St. Rank hold MHO as of Q2 2024.

LGT Financial Advisors reported no remaining M/I Homes position as of Q2 2024 after selling out during the quarter.
LGT Financial Advisors sold 184 M/I Homes shares in Q2 2024, an estimated $25.1K.
LGT Financial Advisors first reported a position in M/I Homes in Q4 2023 and held it in 2 quarters.
LGT Financial Advisors's M/I Homes position peaked at $25.3K in Q4 2023.
290 funds tracked by Wall St. Rank held M/I Homes as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.